John Morelli Email & Phone Number
Sr Regional Vice President @ New York Life Investment Management
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John Morelli Location
- Bala Cynwyd, PA, US
John Morelli Work
- Sr Regional Vice President @ (January 2001 - Present)
- Financial Advisor @ Concord Equity Group (January 1999 - December 2000)
- Financial Advisor @ MassMutual Financial Group of Virginia (July 1997 - December 1999)
John Morelli Education
- Radford University
Bachelor of Business Administration (BBA) (Finance, General)
1994-1997 - University of Antwerp
John Morelli Skills
- Retirement Planning
- Fixed Annuities
- Retirement
- Mutual Funds
- Series 63
- Series 7
- Series 6
- 401k
- Life Insurance
- IRAs
- Investments
- Insurance
- Securities
- Finance
- Marketing
- Customer Service
- Microsoft Excel
- Management
John Morelli Summary
- John Morelli, based in Bala Cynwyd, PA, US, is currently a Sr Regional Vice President at New York Life & MainStay Investments. John Morelli brings experience from previous roles at Concord Equity Group and MassMutual Financial Group of Virginia. John Morelli holds a 1994 - 1997 Bachelor of Business Administration (BBA) in Finance, General @ Radford University. With a robust skill set that includes Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Series 63 and more. John Morelli has 1 emails and 1 mobile phone numbers on RocketReach.
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